CAPTRUST Financial Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.78M | Sell |
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|
2025
Q2 | $11.3M | Sell |
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|
2025
Q1 | $24.8M | Sell |
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|
2024
Q4 | $27.5M | Buy |
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|
2024
Q3 | $25.2M | Buy |
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|
2024
Q2 | $22.7M | Buy |
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|
2024
Q1 | $19.6M | Sell |
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|
2023
Q4 | $19.5M | Buy |
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|
2023
Q3 | $18.2M | Buy |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $3.88M | Buy |
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|
2022
Q2 | $3.94M | Buy |
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|
2022
Q1 | $3.1M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $949K | Buy |
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|
2020
Q2 | $654K | Buy |
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|
2020
Q1 | $385K | Sell |
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|
2019
Q4 | $533K | Buy |
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|
2019
Q3 | $244K | Sell |
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|
2019
Q2 | $268K | Sell |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $217K | Buy |
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|
2018
Q3 | $186K | Sell |
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|
2018
Q2 | $227K | Buy |
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|
2018
Q1 | $143K | Sell |
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|
2017
Q4 | $202K | Buy |
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|
2017
Q3 | $4K | Buy |
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